See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,914 | $72,400+260.4% | $67,502+286.5% | $145,922+78.8% |
| Participation rate | 62.5% | 76.9%-14.4pp | 72.9%-10.4pp | 80.3%-17.8pp |
| Annual return | 10.46% | 7182.46%-7172.0pp | 3512.12%-3501.7pp | 561.29%-550.8pp |
| Employer contribution / active EE | $15,830 | $3,069+415.8% | $2,731+479.7% | $4,660+239.7% |
| Participant deferral / active EE | $1,034 | $4,783-78.4% | $4,000-74.1% | $6,688-84.5% |
| Admin fee / account holder | $10,151 | $5,539+83.3% | $3,998+153.9% | $13,397-24.2% |